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Showing 71 - 73 of 73 results for "managed discretionary accounts"

Aust Unity selects DSTi

... future." In particular, Pratt said they will use DSTi's infrastructure to produce reporting for managed discretionary accounts and self managed accounts, a service AUI believes will be increasingly important for boutique fund managers over time. "This ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
... managed accounts service is primarily used by boutique dealer groups, which offer individually managed discretionary accounts to SMSFs, individuals, companies, trusts and charitable foundations. Chief executive John McIlroy said while progress had been ...

Patersons' poor compliance under review

... and for any problems to be fixed over the period. "There are considerable risks when operating managed discretionary accounts. Financial services licensees must have comprehensive arrangements in place to manage these risks," said Jan Redfern, ASIC's ...
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